Financial Services Administrator

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.

My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team.

Working hours - Monday to Friday - initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).

Total Hours per week -37.5 hours

Main Responsibilities

Summary of Role

You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.

Handle day to day post routines including: -

• Scanning and filing relevant post
• Franking and preparing post out

General Office Duties including: -

• Answering calls and taking messages
• Dealing with client queries
• Updating 'task’ management system
• Updating my clients back-office system
• Welcoming visitors, making refreshments
• Managing adviser’s appointments

Adviser Support including: -

• Requesting and collating plan information
• Assisting in client meeting preparation
• Preparing client letters and illustrations
• Liaising with clients and providers

Ongoing Client Reporting and Review Documentation including: -

• Producing and sending portfolio reports to clients
• Preparing review documents for adviser
• Preparing fund performance information

Trading and New Business Processing including: -

• On-line submission of pension and investment applications
• Buying and selling trades on Investment Platforms
• Submitting client’s income requirements
• Fund switch trading on investment platforms
• Checking completion of all trades
• Medical underwriting applications with clients for life cover

Professional Qualifications:

You will ideally be working towards the Diploma in Financial Planning or have a willingness to begin your studies.

Qualification Requirement

• Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.
• Desirable - A Levels - 2 subjects C or above or equivalent

Minimum Experience

The ideal candidate will need a minimum of 2 years’ experience within a similar role.

Desired skills and personal qualities

• Communication skills
• Attention to detail
• Problem solving skills
• Presentation skills
• Administrative skills
• Analytical skills
• Team working
• Patience
• Professional email/letter writing

Benefits Package:-

• A competitive Salary of £24,000 to £30,000 (dependent on experience and qualifications)
• Bonus scheme
• Death in Service
• Pension Contributions
• 25 days holiday